CRWM
QXO

Castle Rock Wealth Management’s QXO Inc QXO Stock Holding History

Castle Rock Wealth Management’s Portfolio QXO Stock Details QXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$228K Sell
13,761
-11
-0.1% -$205 0.04% 256
2026
Q1 		$262K Sell
13,772
-77
-0.6% -$1.76K 0.06% 232
2025
Q4 		$310K Buy
13,849
+364
+3% +$6.98K 0.07% 210
2025
Q3 		$258K Buy
+13,485
New +$279K 0.06% 226

Other funds holding QXO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Affinity Partners Sunny Isles Beach, Florida $565M AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Castle Rock Wealth Management's QXO Position: Q2 2026 in Review

Castle Rock Wealth Management reduced its QXO Inc (QXO) stake by 0.08% in Q2 2026, selling an estimated $205 and leaving 13,761 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #256.

Castle Rock Wealth Management first reported a position in QXO in Q3 2025 and has held it in 4 quarters since. The position peaked at $310K in Q4 2025. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Castle Rock Wealth Management held 13,761 shares of QXO Inc worth $228K as of Q2 2026.
  • Castle Rock Wealth Management sold 11 QXO Inc shares in Q2 2026, an estimated $205.
  • QXO Inc made up 0.04% of Castle Rock Wealth Management's portfolio in Q2 2026, its #256 holding.
  • Castle Rock Wealth Management first reported a position in QXO Inc in Q3 2025 and has held it in 4 quarters since.
  • Castle Rock Wealth Management's QXO Inc position peaked at $310K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.